The investment objective would be to provide long term capital appreciation through investment in equities and equities related securities of companies whose business comprise of Banking / financial services ,either in whole or in part.
Low
Moderately Low
Moderate
Moderately High
High
High Risk
2.67%
Expense Ratio
16th Sep, 2008
Launched (12y ago)
₹
4
AUM in Crores
INF515L01478
ISIN
No Lock-in
Lock-in
IISL Nifty Bank TR INR
Benchmark
₹
0
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Khozem Jabalpurwala
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments
are subject to market risk, read all scheme related documents carefully before investing. Past performance is
not an indicator of future returns.
Sahara Asset Management Co Pvt. Ltd. manages assets worth ₹ 48 crores. It's current offering of mutual fund schemes includes 38 equity, 10 debt and 0 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are
preferred
Category View
We check if the sub-category of the fund is recommended by us
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Equity Funds
Debt Funds
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About Sahara Banking and Financial Services Fund (Dividend Payout - Semi Annually)
About Sahara Banking and Financial Services Fund (Dividend Payout - Semi Annually)
Sahara Banking and Financial Services Fund (Dividend Payout - Semi Annually) is a Sectoral / Thematic - Bfsi Equity fund and has delivered an annualised return of 13.63% over a period of 12 years.
The fund is managed by Sahara Asset Management Co Pvt. Ltd..
The fund manager’s name is Khozem Jabalpurwala.
Sahara Banking and Financial Services Fund (Dividend Payout - Semi Annually) Investment Objective
The investment objective would be to provide long term capital appreciation through investment in equities and equities related securities of companies whose business comprise of Banking / financial services ,either in whole or in part.
However, there is no assurance that the objective of the scheme will be realized.
Sahara Banking and Financial Services Fund (Dividend Payout - Semi Annually) NAV, AUM and Risk
The fund was launched on 2008-09-16. The NAV of the fund as of 2020-03-27 is ₹ 15.39. The total AUM of the fund as of 2020-03-27 is ₹ 4 Cr. The category risk of the fund is High Risk
The fund charges 2.67 % as expense ratio.
Sahara Banking and Financial Services Fund (Dividend Payout - Semi Annually) Holdings
The fund’s highest allocation is towards equity and has invested 97.47% in this asset class.
Sahara Banking and Financial Services Fund (Dividend Payout - Semi Annually) SIP
The minimum SIP(Systematic Investment Plan) amount for this is ₹ 0 and you can increase this in multiples of 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
Sahara Banking and Financial Services Fund (Dividend Payout - Semi Annually) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Bank TR INR.
